Job Description

Employee Benefits Client Renewal Advisor

Job Summary:
The Employee Benefits Client Renewal Advisor plays a key role in maintaining strong client relationships post-sale, leading renewal discussions, and providing consultative support for employee benefits programs. This position is focused on client retention and satisfaction through strategic renewal planning, education, and day-to-day service support. While not a dedicated sales role, the position offers the opportunity to contribute to business development efforts.

Responsibilities:

• Maintain ongoing face-to-face relationships with client groups following the initial sale
• Lead renewal meetings with client decision-makers and present plan options
• Conduct employee-facing meetings to educate staff on benefit offerings
• Support clients with escalated service needs, including claims, enrollments, and billing inquiries
• Collaborate with internal teams to ensure seamless service delivery
• Optionally identify and pursue new business opportunities within the local market
• Travel as needed for client engagement and meetings

Qualifications/Requirements:

• Minimum of 4 years of experience in employee benefits account management
• Proven experience in client-facing and presenting roles
• Strong interpersonal and communication skills, with the ability to explain complex benefits concepts clearly
• Life and Health (L&H) insurance license required
• Willingness and ability to travel for client meetings and presentations
• Business development experience is a plus, though not required for the role

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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